Fund HoldingsMCF Advisors LLC

Total Portfolio Value
$2.80B
Total Bought
$659.89M
Total Sold
$360.30M
Net Transaction
+$299.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST SHOR CORP ETF
03,503,919+3,503,9190105,1533.76%+105,153
BLACKROCK ETF TRUST II01,466,147+1,466,147076,7382.74%+76,738
ISHARES TR
CORE MSCI INTL
1,624,8932,228,297+603,404135,792198,3417.09%+62,548
SCHWAB STRATEGIC TR2,755,3714,431,584+1,676,21366,873106,9783.82%+40,106
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0106,951+106,951032,4031.16%+32,403
SPDR SERIES TRUST
ST STR P500VAL
0453,394+453,394027,5620.98%+27,562
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0577,700+577,700024,4540.87%+24,454
VANGUARD INDEX FDS0444,325+444,3250305,16710.90%+305,167
ISHARES TR
CORE MSCI EAFE
0533,982+533,982051,5721.84%+51,572
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
0234,236+234,236017,5580.63%+17,558
ISHARES INC
CORE MSCI EMKT
1,190,8221,180,751-10,07183,06097,8133.50%+14,754
STATE STR SPDR S&P 500 ETF T(SPY)0145,668+145,6680108,9503.89%+108,950
SPDR SERIES TRUST
ST INTER BD ETF
0306,967+306,967010,2710.37%+10,271
ISHARES TR0429,592+429,59209,9490.36%+9,949
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
0224,900+224,90009,7020.35%+9,702
JANUS DETROIT STR TR
HENDERSN CAP ETF
097,028+97,02809,0330.32%+9,033
ISHARES TR
US TREAS BD ETF
04,572,890+4,572,8900104,1703.72%+104,170
VANGUARD INDEX FDS269,995282,188+12,19352,97361,4972.20%+8,524
INVESCO QQQ TR9,77118,979+9,2085,63913,9870.50%+8,348
ISHARES TR362,222356,480-5,74245,02852,8701.89%+7,842
JOHN HANCOCK EXCHANGE TRADED
MULTI INTL ETF
0174,250+174,25007,7380.28%+7,738
ISHARES TR1,082,9761,041,383-41,59373,13380,3012.87%+7,168
APPLE INC(AAPL)110,331119,467+9,13628,00134,5691.24%+6,568
ISHARES TR069,097+69,097051,7461.85%+51,746
ISHARES TR0126,882+126,88206,3490.23%+6,349
SPDR SERIES TRUST
ST STR BLO 1 ETF
068,861+68,86106,3100.23%+6,310
ISHARES TR
MSCI USA QLT FCT
211,450211,447-340,55846,3981.66%+5,840
NVIDIA CORPORATION(NVDA)103,410117,059+13,64918,03623,4220.84%+5,387
ISHARES TR
IBONDS DEC2026
0452,688+452,688010,9690.39%+10,969
SELECT SECTOR SPDR TR
ST STR REAL ETF
0116,728+116,72805,1400.18%+5,140
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
8,907101,248+92,3414515,1200.18%+4,669
ISHARES TR
CORE DIV GRWTH
844,013840,366-3,64759,23363,6912.28%+4,458
SPDR SERIES TRUST
ST STR SP600GRWO
036,634+36,63404,3640.16%+4,364
CATERPILLAR INC(CAT)3,9836,733+2,7502,8227,1700.26%+4,348
ISHARES TR317,294318,059+76530,85135,0881.25%+4,238
PROSHARES TR
S&P 500 DV ARIST
074,383+74,38304,1770.15%+4,177
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
645,426636,720-8,70621,85425,6030.91%+3,748
ISHARES TR0831,610+831,610042,6531.52%+42,653
VANGUARD INDEX FDS0197,185+197,185016,9860.61%+16,986
INTEL CORP(INTC)037,837+37,83705,2830.19%+5,283
GMO ETF TRUST
US QUALITY ETF
075,995+75,99503,1690.11%+3,169
TRANE TECHNOLOGIES PLC(TT)06,455+6,45503,1700.11%+3,170
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
040,655+40,65502,9400.11%+2,940
VANGUARD INDEX FDS076,788+76,78806,1870.22%+6,187
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
812,187808,938-3,24932,33335,0921.25%+2,759
MICRON TECHNOLOGY INC(MU)02,838+2,83803,2760.12%+3,276
SCHWAB STRATEGIC TR0734,780+734,780021,6250.77%+21,625
ALPHABET INC(GOOG)033,128+33,128011,8390.42%+11,839
SCHWAB STRATEGIC TR0113,774+113,77403,1520.11%+3,152
MICROSOFT CORP(MSFT)050,790+50,790018,9460.68%+18,946
SPDR SERIES TRUST
ST PORT HIGH ETF
0107,952+107,95202,5300.09%+2,530
AMERICAN CENTY ETF TR0135,196+135,196017,3160.62%+17,316
BROADCOM INC(AVGO)22,43724,335+1,8986,9459,1920.33%+2,248
SPDR INDEX SHS FDS
ST STR PO EX ETF
041,756+41,75602,1040.08%+2,104
AMAZON COM INC(AMZN)38,52942,467+3,9388,02410,1210.36%+2,097
ISHARES TR077,997+77,99702,0080.07%+2,008
ISHARES TR37,671145,499+107,82816,06318,0670.65%+2,004
SPDR SERIES TRUST
ST STR SP600SM C
018,333+18,33302,0000.07%+2,000
ISHARES TR036,410+36,410010,9390.39%+10,939
HUMANA INC(HUM)7,5497,511-381,3092,9890.11%+1,680
STATE STR SPDR S&P MIDCAP 40(MDY)020,669+20,669014,5560.52%+14,556
GE AEROSPACE(GE)13,08213,876+7943,7185,1860.19%+1,468
PROCTER & GAMBLE CO(PG)81,14389,770+8,62711,72013,1640.47%+1,444
ADVANCED MICRO DEVICES INC(AMD)03,523+3,52302,0470.07%+2,047
FIFTH THIRD BANCORP(FITB)080,860+80,86004,5830.16%+4,583
CISCO SYS INC(CSCO)033,031+33,03103,8800.14%+3,880
ISHARES TR163,097164,941+1,84415,84217,1340.61%+1,292
JPMORGAN CHASE & CO(JPM)26,79128,017+1,2267,8819,1710.33%+1,290
VANGUARD INDEX FDS15,82219,331+3,5093,4374,6970.17%+1,260
CUMMINS INC(CMI)7,0377,03703,7865,0190.18%+1,233
PALANTIR TECHNOLOGIES INC(PLTR)014,280+14,28001,6660.06%+1,666
ISHARES TR023,081+23,08101,1520.04%+1,152
VANGUARD INDEX FDS019,732+19,73207,3010.26%+7,301
VANGUARD INDEX FDS03,150+3,15001,1520.04%+1,152
ALPHABET INC(GOOG)014,263+14,26305,0400.18%+5,040
ISHARES TR
CORE MSCI TOTAL
0116,456+116,456011,1150.40%+11,115
VISA INC(V)018,607+18,60706,3840.23%+6,384
ISHARES TR033,569+33,56903,6130.13%+3,613
UNITED RENTALS INC(URI)2,5102,509-11,8292,8420.10%+1,014
HONEYWELL INTL INC04,494+4,49401,0060.04%+1,006
SELECT SECTOR SPDR TR
ST STR FINL ETF
018,734+18,73401,0040.04%+1,004
SANDISK CORP(SNDK)0451+45101,0250.04%+1,025
ELI LILLY & CO(LLY)03,535+3,53504,2400.15%+4,240
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,229+5,22909960.04%+996
FORGENT POWER SOLUTIONS INC(FPS)017,905+17,90501,0000.04%+1,000
TERADYNE INC(TER)02,028+2,02809810.04%+981
GE VERNOVA INC(GEV)2,4872,649+1622,1723,1130.11%+941
HONEYWELL AEROSPACE INC04,223+4,22309340.03%+934
FIRST TR EXCHANGE-TRADED FD
INTL EQUITY OPP
011,030+11,03009240.03%+924
3M CO(MMM)011,870+11,87001,9220.07%+1,922
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,0413,319+1,2786921,5880.06%+896
WISDOMTREE TR(WT)011,119+11,11908140.03%+814
TEXAS INSTRS INC(TXN)7,8317,83101,5202,3340.08%+814
MOODYS CORP(MCO)010,092+10,09204,5710.16%+4,571
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,712+4,71207790.03%+779
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
014,697+14,69707940.03%+794
FIRST TR EXCHANGE-TRADED FD08,034+8,03407550.03%+755
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,583+4,58307270.03%+727
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
025,671+25,67106770.02%+677
VANGUARD WHITEHALL FDS72,33772,061-27610,71311,3880.41%+675
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